Handbooks are managed under Knowledge > Handbooks. This is separate from Playbooks (AI behavior procedures) and the Knowledge Base (document articles).
Difference from Playbooks
The AI agent can reference a Handbook as knowledge. For example, it can answer “how do I do X” by drawing on the steps in a Handbook. The AI agent never executes Handbook steps as a Playbook.
Create a handbook
1
Open the Handbook management screen
Expand Knowledge in the left navigation and select Handbooks.
2
Start creating
Click Add Handbook in the upper right.
3
Enter basic information
Fill in the following fields.
4
Add steps
Click Add Step and enter a Step title and Step description (Markdown) for each step.
- Multiple steps can be added
- Drag steps to reorder them
- Unnecessary steps can be removed
5
Save
Click Save to confirm.
Bulk upload from files
Use bulk upload to register multiple handbooks at once.1
Open the Handbook management screen
Go to Knowledge > Handbooks.
2
Start bulk upload
Click Bulk Upload and select .md or .txt files. Multiple files can be selected at once.
3
Review and confirm
After upload, a preview of each handbook is shown. Review the content and click Upload.
Edit a handbook
1
Open the Handbook management screen
Go to Knowledge > Handbooks.
2
Open the target handbook
Click the handbook row, or select Edit Handbook from the … (action menu) at the end of the row.
3
Update and save
Edit the title, description, category, tags, or steps, then click Save.
Delete handbooks
Delete one handbook
Select Delete Handbook from the … (action menu) at the end of the handbook row. Then click Delete in the confirmation dialog.Bulk delete
- Check the checkboxes on the rows to delete (the header checkbox selects all)
- Click the Delete button that appears
- Click Delete in the confirmation dialog to confirm
View modes and filters
The handbook list can be switched between tile view and list view. Filtering supports the Category filter and keyword search. The Group by menu can also group the list by category, tag, author, step count, or last updated date.Using handbooks with the AI agent
Handbooks are included in the AI agent’s knowledge searches. To explicitly reference a handbook in a Playbook step, use the{{document_search}} tool.
Related pages
- Add knowledge — Document article knowledge management
- Review and apply AI improvement suggestions
- Register Playbooks